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Calamos Strategic Total Return Fund

208 hedge funds and large institutions have $722M invested in Calamos Strategic Total Return Fund in 2025 Q3 according to their latest regulatory filings, with 23 funds opening new positions, 67 increasing their positions, 48 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 12

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

40% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 48

12% more capital invested

Capital invested by funds: $645M → $722M (+$77M)

3% more funds holding

Funds holding: 201208 (+7)

1.29% more ownership

Funds ownership: 22.03%23.33% (+1.3%)

Holders
208
Holders Change
+7
Holders Change %
+3.48%
% of All Funds
2.73%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
23
Increased
67
Reduced
48
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
101
Caprock Group
Idaho
$368K +$367K +19,739 New
DIA
102
Dana Investment Advisors
Wisconsin
$362K -$11.5K -617 -3%
CFP
103
Cascade Financial Partners
California
$361K
EWA
104
EverSource Wealth Advisors
Alabama
$360K +$372 +20 +0.1%
SLWA
105
San Luis Wealth Advisors
California
$360K
MYIA
106
Mount Yale Investment Advisors
Colorado
$359K +$346K +18,605 New
SWA
107
Strategies Wealth Advisors
Michigan
$358K -$91.1K -4,900 -21%
Empower Advisory Group
108
Empower Advisory Group
Colorado
$355K +$342K +18,409 New
CCM
109
Canal Capital Management
Virginia
$355K -$14K -751 -4%
MWM
110
Modern Wealth Management
Kansas
$353K
Corient Private Wealth
111
Corient Private Wealth
Florida
$349K +$42.7K +2,300 +15%
BCA
112
Bay Capital Advisors
Virginia
$348K -$6.52K -351 -2%
CPA
113
Compass Planning Associates
Massachusetts
$345K
Susquehanna International Group
114
Susquehanna International Group
Pennsylvania
$341K -$275K -14,816 -46%
SFA
115
Sequoia Financial Advisors
Ohio
$333K
DAS
116
Dynamic Advisor Solutions
Arizona
$330K -$539 -29 -0.2%
SI
117
Stephens Inc
Arkansas
$325K
FFA
118
Founders Financial Alliance
North Carolina
$318K +$1.28K +69 +0.4%
LOPW
119
Live Oak Private Wealth
North Carolina
$312K
CA
120
Calton & Associates
Florida
$311K +$3.38K +182 +1%
LA
121
Lifeworks Advisors
Michigan
$308K
SWM
122
Silverlake Wealth Management
Vermont
$304K +$1.04K +56 +0.4%
IFWM
123
Institute for Wealth Management
Colorado
$301K -$18.7K -1,005 -6%
HF
124
HRT Financial
New York
$299K +$289K +15,538 New
NS
125
NBC Securities
Alabama
$292K +$873 +47 +0.3%

CSQ Hedge Fund Activity: Q3 2025 in Review

208 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Calamos Strategic Total Return Fund (CSQ) for Q3 2025, worth a combined $722M — up 12% from $645M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new CSQ positions and 12 closed out — a net gain of 11 holders — while 67 added to existing stakes and 48 trimmed.

The largest buyer was Cornerstone Advisors, adding an estimated $14.4M. The largest seller was Wells Fargo, cutting an estimated $1.87M.

  • 208 institutional investors held Calamos Strategic Total Return Fund (CSQ) as of Q3 2025, up from 201 in Q2 2025.
  • Funds reported $722M of Calamos Strategic Total Return Fund stock for Q3 2025, up 12% quarter-over-quarter.
  • 23 funds opened new Calamos Strategic Total Return Fund positions in Q3 2025 and 12 closed out, a net change of +11 holders.
  • The largest Calamos Strategic Total Return Fund buyer in Q3 2025 was Cornerstone Advisors, an estimated $14.4M added.
  • The largest Calamos Strategic Total Return Fund seller in Q3 2025 was Wells Fargo, an estimated $1.87M sold.

Based on aggregated 13F filings for Q3 2025.